Civic Intelligence

John S Kiewit Memorial Foundation

990PF • Fiscal year 2019 • EIN 95-4794542

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 24, 2020

Organization Profile
PO Box 22BNewport Beach, CA 92662

(949) 721-9600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,178,356

Up $78,354 (+3.7%) from 2018

Net Assets

Up

$2,178,356

Up $78,354 (+3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin83rd percentile

Revenue

Up

$234,118

Up $44,713 (+24%) from 2018

Expenses

Up

$155,764

Up $10,542 (+7.3%) from 2018

Net Income

Up

$78,354

Up $34,171 (+77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $1,567,907Liabilities 2011: $02011Assets 2012: $1,562,317Liabilities 2012: $02012Assets 2013: $1,748,287Liabilities 2013: $02013Assets 2014: $2,047,848Liabilities 2014: $0Net Assets 2014: $2,047,8482014Assets 2015: $1,985,535Liabilities 2015: $0Net Assets 2015: $1,985,5352015Assets 2016: $2,005,571Liabilities 2016: $0Net Assets 2016: $2,005,5712016Assets 2017: $2,055,819Liabilities 2017: $0Net Assets 2017: $2,055,8192017Assets 2018: $2,100,002Liabilities 2018: $0Net Assets 2018: $2,100,0022018Assets 2019: $2,178,356Liabilities 2019: $0Net Assets 2019: $2,178,3562019Assets 2020: $2,392,390Liabilities 2020: $0Net Assets 2020: $2,392,3902020Assets 2021: $2,525,618Liabilities 2021: $12021Assets 2022: $59,387,671Liabilities 2022: $0Net Assets 2022: $59,387,6712022Assets 2023: $57,379,870Liabilities 2023: $12023Assets 2024: $57,635,856Liabilities 2024: $0Net Assets 2024: $57,635,8562024

Highlighted filing

2019

Assets$2,178,356
Liabilities$0
Net Assets$2,178,356
Open 2019 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $187,680Expenses 2011: $91,113Net Income 2011: $96,5672011Revenue 2012: $97,906Expenses 2012: $103,496Net Income 2012: -$5,5902012Revenue 2013: $299,941Expenses 2013: $113,971Net Income 2013: $185,9702013Revenue 2014: $437,162Expenses 2014: $137,601Net Income 2014: $299,5612014Revenue 2015: $83,722Expenses 2015: $146,035Net Income 2015: -$62,3132015Revenue 2016: $153,017Expenses 2016: $132,981Net Income 2016: $20,0362016Revenue 2017: $184,437Expenses 2017: $134,189Net Income 2017: $50,2482017Revenue 2018: $189,405Expenses 2018: $145,222Net Income 2018: $44,1832018Revenue 2019: $234,118Expenses 2019: $155,764Net Income 2019: $78,3542019Revenue 2020: $419,172Expenses 2020: $195,622Net Income 2020: $223,5502020Revenue 2021: $312,998Expenses 2021: $173,333Net Income 2021: $139,6652021Revenue 2022: $57,196,567Expenses 2022: $330,514Net Income 2022: $56,866,0532022Revenue 2023: $1,337,852Expenses 2023: $2,012,292Net Income 2023: -$674,4402023Revenue 2024: $3,654,990Expenses 2024: $3,512,098Net Income 2024: $142,8922024

Highlighted filing

2019

Revenue$234,118
Expenses$155,764
Net Income$78,354
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 24, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK A PIANIPresident, Treasurer, DirePT$0--
WENDY M EDMUNDSSecretary, Director-$0--
ORALEE KIEWITDirector-$0--
RICK RIDGEWAYDirector-$0--
RICHARD MCLEANDirector-$0--
BEVERLY BOISE-COSSARTDirector-$0--
ERIC P HVOLBOLLDirector-$0--
DAVID W VAN HORNEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE LAND TRUST FOR SANTA BARBARA COUNTYTHIS ORGANIZATION IS AN IRC SECTION 501(C)(3) PUBLIC CHARITY. THE PURPOSE OF THE CONTRIBUTION TO THIS CHARITY IS TO ASSIST THE ORGANIZATION IN ITS MISSION OF PROVIDING FOR THE GENERAL PUBLIC BENEFIT.PUBLIC CHARITYSANTA BARBARA, CA, US$65,000
Paid GrantCALIFORNIA RANGELAND TRUSTTHIS ORGANIZATION IS AN IRC SECTION 501(C)(3) PUBLIC CHARITY. THE PURPOSE OF THE CONTRIBUTION TO THIS CHARITY IS TO ASSIST THE ORGANIZATION IN ITS MISSION OF PROVIDING FOR THE GENERAL PUBLIC BENEFIT.PUBLIC CHARITYSACRAMENTO, CA, US$25,000
Paid GrantTHE TRUST FOR PUBLIC LANDTHIS ORGANIZATION IS AN IRC SECTION 501(C)(3) PUBLIC CHARITY. THE PURPOSE OF THE CONTRIBUTION TO THIS CHARITY IS TO ASSIST THE ORGANIZATION IN ITS MISSION OF PROVIDING FOR THE GENERAL PUBLIC BENEFIT.PUBLIC CHARITYSAN FRANCISCO, CA, US$20,000
Paid GrantCARRIZO PLAIN CONSERVANCYTHIS ORGANIZATION IS AN IRC SECTION 501(C)(3) PUBLIC CHARITY. THE PURPOSE OF THE CONTRIBUTION TOPUBLIC CHARITYSAN LUIS OBISPO, CA, US$10,000
Paid GrantLOS PADRES FOREST WATCHTHIS ORGANIZATION IS AN IRC SECTION 501(C)(3) PUBLIC CHARITY. THE PURPOSE OF THE CONTRIBUTION TO THIS CHARITY IS TO ASSIST THE ORGANIZATION IN ITS MISSION OF PROVIDING FOR THE GENERAL PUBLIC BENEFIT.PUBLIC CHARITYSANTA BARBARA, CA, US$10,000
Paid GrantTHE NATURE CONSERVANCYTHIS ORGANIZATION IS AN IRC SECTION 501(C)(3) PUBLIC CHARITY. THE PURPOSE OF THE CONTRIBUTION TOPUBLIC CHARITYARLINGTON, CA, US$10,000
Filing and Contact Details

Filer

Filer Name
John S Kiewit Memorial Foundation
EIN
95-4794542
Phone
9497219600
Address
PO BOX 22B, NEWPORT BEACH, CA 92662

Signing Officer

Name
Frank a Piani
Title
President
Phone
9497219600
Signed
2020-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Kales Accountancy Corp
Address
6310 SAN VICENTE BLVD SUITE 250, LOS ANGELES, CA 90048
Preparer
Frank Lee
Phone
3239340200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03550SH CARBONITE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14800SH CLOUDERA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2950SH PROCTER AND GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31700SH GENERAC HLDGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4700SH HILL ROM HLDGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100SH MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6600SH SYNOPSYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71000SH TRIMAS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0188731
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt078354
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02178356
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02100002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02178356
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0129088
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0129088
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0129088
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0133604
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04516
IRS990PF/DistributableAmountGrp/TotalTaxAmt04516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04120
IRS990PF/FMVAssetsEOYAmt02964020
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt02100002
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt02178356
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01972715
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02048605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02834269
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04740
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04120
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04120
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0122547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0125631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0125631
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02100002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02178356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02964020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02100002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02178356
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02100002
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02178356
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02712767
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt095485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02613162
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040692
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04120
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0133604
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02672075
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02712767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK A PIANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WENDY M EDMUNDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ORALEE KIEWIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICK RIDGEWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RICHARD MCLEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BEVERLY BOISE-COSSART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ERIC P HVOLBOLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DAVID W VAN HORNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, TREASURER, DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POBOX 22-B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POBOX 4219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt223334 MALIBU COLONY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3259 WEST SANTA CLARA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4POBOX 222215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt541 HOLLISTER RANCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6POBOX 99
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7POBOX 99
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MALIBU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3VENTURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5GAVIOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092662
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd493922
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd593117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6931020099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd7931020099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0145743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0148001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0133260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0125072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0123712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0129381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0123360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.058745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02672075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02641555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02418697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02128125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02202400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02298027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0143772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.272716
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0143772
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0143772
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0143772
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,178,356
Liabilities
$0
Net assets
$2,178,356
Revenue
$234,118
Expenses
$155,764
Net income
$78,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.6$0.00$57.6$3.65$3.51$0.14
2023Summary only. Only limited summary data is available for this year.$57.4$0.00$1.34$2.01$0.67
2022Detailed filing. Detailed filing data is available for this year.$59.4$0.00$59.4$57.2$0.33$56.9
2021Summary only. Only limited summary data is available for this year.$2.53$0.00$0.31$0.17$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.42$0.20$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.23$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.19$0.15$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.18$0.13$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.15$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.15$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.44$0.14$0.30
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$0.30$0.11$0.19
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.10$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.19$0.09$0.10